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OneWater Marine: I’m A Little More Cautious Now, But Still A ‘Buy’ (FY2023 Update) (NASDAQ:ONEW)

January 22, 2024 admin 0

THEPALMER/E+ via Getty Images Investment Thesis It’s been a few months since I first wrote about OneWater Marine (NASDAQ:ONEW). Although the results since then have been satisfactory, I have come to realize that perhaps I […]

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Rivian: Thank You, Ford!

January 22, 2024 admin 0

Rivian: Thank You, Ford!

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DICK’s Sporting Goods: Strong Business To Tide Through This Environment

January 21, 2024 admin 0

EXTREME-PHOTOGRAPHER Summary I am recommending buying DICK’S Sporting Goods, Inc. (NYSE:DKS), as the business is well positioned to navigate the current macro environment and has room for margin to further expand. DKS’s historical financial performance […]

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Palantir: Bulls Must Learn That Valuation Matters Eventually

February 7, 2026 0

Palantir: Bulls Must Learn That Valuation Matters Eventually

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Mobileye: Mentee Acquisition Doesn't Address Investor Concerns

February 6, 2026 0

Mobileye: Mentee Acquisition Doesn't Address Investor Concerns

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